Arkolith/Funds/Infrastructure Capital Advisors, LLC

Infrastructure Capital Advisors, LLC

CIK 1621802
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Infrastructure Capital Advisors, LLC holds a focused book of 144 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Energy Transfer LP and trimmed KKR & Co Inc. Their largest long position is Energy Transfer LP at 8% of the equity book. They also disclosed $370.4M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +24% (+25.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show INFRASTRUCTURE CAPITAL ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
24
new positions
Added to
83
existing
Trimmed
34
reduced
Sold out
20
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.4%
+25.0%/yr · since Aug '25
Their reported book
+29.2%
held from quarter-end
S&P 500
+20.6%
same window
$9K$10K$11K$12K$13KAug '25Oct '25Jan '26Mar '26May '26Aug '26
Infrastructure Capital Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +29.2%, a 4.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Infrastructure Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
54%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Utilities
31%
Industrials
17%
Energy
10%
Financials
3%
Information Technology
2%
Consumer Staples
1%
Consumer Discretionary
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Infrastructure Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$256.6B
ROYAL BANK OF CANADA78 / 80$76.5B
WELLS FARGO & COMPANY/MN78 / 80$60.3B
UBS Group AG77 / 80$73.2B
OSAIC HOLDINGS, INC.75 / 80$5.6B
BlackRock, Inc.73 / 80$1.2T
JPMORGAN CHASE & CO73 / 80$277.1B
FMR LLC71 / 80$494.6B

Ranked by how many of Infrastructure Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

144 positions
#SecurityValueShares% PortLast moveHistory
1Energy Transfer L P
COM UT LTD PTN
$81.9M4.24M
7.7%
+40%
Added · +1.2M sh
2Plains All Amern Pipeline L
UNIT LTD PARTN
$69.0M3.09M
6.5%
+4.4%
Added · +130K sh
3Sunoco Lp/sunoco Fin Corp
COM UT REP LP
$63.2M972.9K
5.9%
+34%
Added · +248K sh
4MPLX LP
COM UNIT REP LTD
$61.0M1.07M
5.7%
+2.9%
Added · +30K sh
5Enterprise Prods Partners L
COM
$58.6M1.55M
5.5%
+15%
Added · +208K sh
6Energy Transfer L P
9.250% FXD PFD I
$58.0M5.01M
5.4%
New
New position
7Western Midstream Partners L
COM UNIT LP INT
$50.8M1.23M
4.8%
+6.7%
Added · +77K sh
8RLJ Lodging TR
CUM CONV PFD A
$46.2M1.92M
4.3%
+8.1%
Added · +144K sh
9KKR & Co Inc
6.25 CON SER D
$43.8M1.09M
4.1%
−2.4%
Reduced · −27K sh
10Flagstar Bank National Assoc
UNIT 05/07/2051
$43.0M1.11M
4.0%
+5.4%
Added · +57K sh
11Apollo Global Mgmt Inc
SER A MAND CNV
$39.5M676.3K
3.7%
−13%
Reduced · −101K sh
12Albemarle Corp
7.25% DEP SHS A
$37.8M526.2K
3.5%
12×
Added · +481K sh
13Hess Midstream LP
CL A SHS
$26.0M668.7K
2.4%
−52%
Reduced · −712K sh
14Targa Res Corp
COM
$23.5M93.6K
2.2%
+4.6%
Added · +4K sh
15Cheniere Energy Inc
COM NEW
$23.3M82.2K
2.2%
−31%
Reduced · −37K sh
16Williams Cos Inc
COM
$22.0M302.1K
2.1%
+12%
Added · +33K sh
17Kinder Morgan Inc Del
COM
$18.6M554.4K
1.7%
−9.3%
Reduced · −57K sh
18Pebblebrook Hotel TR
6.3 CUM PFD SR F
$18.0M933.3K
1.7%
+10.0%
Added · +85K sh
19Ares Management Corporation
6.75 SE B PFD
$16.8M465.2K
1.6%
+33%
Added · +116K sh
20Chart Inds Inc
COM
$15.1M73.2K
1.4%
+9.9%
Added · +7K sh
21Cheniere Energy Partners L P
COM UNIT
$14.6M226.6K
1.4%
+43%
Added · +68K sh
22Genesis Energy L P
UNIT LTD PARTN
$11.3M631.9K
1.1%
+2.4%
Added · +15K sh
23Strategy Inc
SERIES A PERP PF
$10.8M153.0K
1.0%
+9.9%
Added · +14K sh
24Braemar Hotels & Resorts Inc
5.5 CUM CV PFD B
$8.7M601.1K
0.8%
+11%
Added · +58K sh
25USA Compression Partners LP
COM UNIT LTDPAR
$8.5M314.7K
0.8%
+2.4%
Added · +7K sh
26Oneok Inc New
COM
$8.2M91.2K
0.8%
−36%
Reduced · −52K sh
27Delek Logistics Partners LP
COM UNT RP INT
$7.8M156.5K
0.7%
+2.4%
Added · +4K sh
28Boeing Co
DEP CONV PFD A
$7.7M120.5K
0.7%
−71%
Reduced · −293K sh
29Amazon Com Inc
COM
$6.8M32.4K
0.6%
+92%
Added · +16K sh
30Marvell Technology Inc
COM
$6.1M61.8K
0.6%
+14%
Added · +8K sh
31Rithm Ppty TR Inc
9.875 FXD-FLT C
$6.1M245.2K
0.6%
New
New position
32Marathon Pete Corp
COM
$6.0M24.6K
0.6%
−12%
Reduced · −3K sh
33Etfis Ser TR I
VIRTUS INFRCAP
$5.9M289.2K
0.6%
Held
34TC Energy Corp
COM
$5.7M91.3K
0.5%
+265%
Added · +66K sh
35Citizens Finl Group Inc
COM
$4.9M82.2K
0.5%
+84%
Added · +37K sh
36Hewlett Packard Enterprise C
7.625 MAND CONV
$4.7M73.2K
0.4%
+10%
Added · +7K sh
37Global Partners LP
COM UNITS
$4.6M110.2K
0.4%
+2.3%
Added · +3K sh
38Celsius Hldgs Inc
COM NEW
$4.3M122.5K
0.4%
+95%
Added · +60K sh
39Toll Brothers Inc
COM
$4.3M31.2K
0.4%
New
New position
40KKR & Co Inc
COM
$3.9M42.5K
0.4%
+25%
Added · +9K sh
41Pebblebrook Hotel TR
6.375 PFD SER E
$3.9M200.4K
0.4%
+13%
Added · +24K sh
42NextEra Energy Inc
COM
$3.7M39.9K
0.3%
+14%
Added · +5K sh
43Whirlpool Corp
8.5 DEP SR A CNV
$3.7M90.1K
0.3%
New
New position
44Goldman Sachs Group Inc
COM
$3.5M4.1K
0.3%
+409%
Added · +3K sh
45NextEra Energy Inc
UNIT 02/15/2029
$3.4M67.9K
0.3%
New
New position
46Apollo Global Mgmt Inc
COM
$3.3M29.9K
0.3%
+24%
Added · +6K sh
47Epr Pptys
CONV PFD 9% SR E
$3.0M100.1K
0.3%
−18%
Reduced · −21K sh
48Oracle Corp
6.5 DEP CUM SR D
$2.9M65.7K
0.3%
New
New position
49Lennar Corp
CL A
$2.9M32.9K
0.3%
New
New position
50Meta Platforms Inc
CL A
$2.8M4.8K
0.3%
−7.9%
Reduced · −412 sh
Showing 50 of 144 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$370.4M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$357.7M550K
CALL · bullishKKR & CO INCKKR$5.9M64K
CALL · bullishAMAZON.COM INCAMZN$3.9M11K
CALL · bullishMARVELL TECHNOLOGY INCMRVL$2.1M21K
CALL · bullishTESLA INCTSLA$818K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026164$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026161$1.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025152$1.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025142$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.